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UMB Financial
UMBF

Overview Fund Activity

259 hedge funds and large institutions have $3.61B invested in UMB Financial in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 94 increasing their positions, 84 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+17
Holders Change %
+7.02%
% of All Funds
3.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
44
Increased
94
Reduced
84
Closed
25
Calls
$1.05M
Puts
$209K
Net Calls
+$843K
Net Calls Change
+$867K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$64.8M
2
Victory Capital Management
Victory Capital Management
Texas
$167M
3
BlackRock
BlackRock
New York
$499M
4
GKIM
GW&K Investment Management
Massachusetts
$20.4M
5
Citadel Advisors
Citadel Advisors
Florida
$24.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$136M
2
American Century Companies
American Century Companies
Missouri
$131M
3
UB
UMB Bank
Missouri
$443M
4
Millennium Management
Millennium Management
New York
$6.73M
5
HF
HRT Financial
New York
$786K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$499M +$22.1M +263,944 +5%
UB
2
UMB Bank
Missouri
$443M -$20.4M -244,122 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$360M +$3.69M +44,150 +1%
State Street
4
State Street
Massachusetts
$249M -$2.05M -24,406 -0.8%
Victory Capital Management
5
Victory Capital Management
Texas
$167M +$22.2M +265,399 +15%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$154M +$1.98M +23,689 +1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$136M -$80.4M -962,407 -37%
American Century Companies
8
American Century Companies
Missouri
$131M -$21M -251,114 -14%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$129M +$13.5M +161,558 +12%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$83.8M +$3.58M +42,898 +4%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$80M +$2.14M +25,617 +3%
Morgan Stanley
12
Morgan Stanley
New York
$64.8M +$36.9M +441,483 +132%
BTW
13
Boston Trust Walden
Massachusetts
$57.5M +$391K +4,677 +0.7%
GACM
14
Global Alpha Capital Management
Quebec, Canada
$55.4M +$8.44M +101,000 +18%
Ameriprise
15
Ameriprise
Minnesota
$54.3M +$2.24M +26,762 +4%
Northern Trust
16
Northern Trust
Illinois
$51.8M -$1.7M -20,363 -3%
Charles Schwab
17
Charles Schwab
California
$44M +$1.31M +15,732 +3%
ProShare Advisors
18
ProShare Advisors
Maryland
$40.7M -$1.71M -20,514 -4%
Fisher Asset Management
19
Fisher Asset Management
Washington
$40.1M -$9.53M -114,063 -19%
Norges Bank
20
Norges Bank
Norway
$39.4M +$1.01M +12,054 +3%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$35.8M +$10.1M +121,100 +39%
Brown Advisory
22
Brown Advisory
Maryland
$33.8M -$1.85M -22,129 -5%
Goldman Sachs
23
Goldman Sachs
New York
$32.4M -$5.03M -60,158 -13%
Bank of America
24
Bank of America
North Carolina
$24.6M +$5.09M +60,936 +26%
Citadel Advisors
25
Citadel Advisors
Florida
$24.2M +$19.2M +229,392 +383%
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